News NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products

[poke01]

Huge news

NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets.​

The companies will focus on seamlessly connecting NVIDIA and Intel architectures using NVIDIA NVLink — integrating the strengths of NVIDIA’s AI and accelerated computing with Intel’s leading CPU technologies and x86 ecosystem to deliver cutting-edge solutions for customers.

For data centers, Intel will build NVIDIA-custom x86 CPUs that NVIDIA will integrate into its AI infrastructure platforms and offer to the market.

For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs.

NVIDIA will invest $5 billion in Intel’s common stock at a purchase price of $23.28 per share. The investment is subject to customary closing conditions, including required regulatory approvals.

“AI is powering a new industrial revolution and reinventing every layer of the computing stack — from silicon to systems to software. At the heart of this reinvention is NVIDIA’s CUDA architecture,” said NVIDIA founder and CEO Jensen Huang. “This historic collaboration tightly couples NVIDIA’s AI and accelerated computing stack with Intel’s CPUs and the vast x86 ecosystem — a fusion of two world-class platforms. Together, we will expand our ecosystems and lay the foundation for the next era of computing.”

“Intel’s x86 architecture has been foundational to modern computing for decades — and we are innovating across our portfolio to enable the workloads of the future,” said Lip-Bu Tan, CEO of Intel. “Intel’s leading data center and client computing platforms, combined with our process technology, manufacturing and advanced packaging capabilities, will complement NVIDIA’s AI and accelerated computing leadership to enable new breakthroughs for the industry. We appreciate the confidence Jensen and the NVIDIA team have placed in us with their investment and look forward to the work ahead as we innovate for customers and grow our business.”

NVIDIA and Intel to Develop AI Infrastructure and Personal Computing Products

NVIDIA (NASDAQ: NVDA) and Intel Corporation (NASDAQ: INTC) today announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets.

nvidianews.nvidia.com

 

[poke01]

I have many thoughts but isn't this anti-trust... but I guess in todays political climate that is useless to consider

 

[511]

Yeah it's an equity investment should have bought more intel shares 🤣🤣

 

[jpiniero]

I have many thoughts but isn't this anti-trust...

If anything, Donald must have forced nVidia. What a waste of 5 billion.

 

[511]

If anything, Donald must have forced nVidia. What a waste of 5 billion.

The stock is up by 33% so Nvidia made 1.5 Billion $

 

[coercitiv]

The stock is up by 33% so Nvidia made 1.5 Billion $

If they sell today.

 

[coercitiv]

"For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs."

From the announcement.

 

[511]

"For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs."

From the announcement.

So instead of dGPU they will simply make it as Chiplets and attach it to CPU xDd

 

[coercitiv]

So instead of dGPU they will simply make it as Chiplets and attach it to CPU xDd

RIP Intel GPU IP.

 

[Covfefe]

"For personal computing, Intel will build and offer to the market x86 system-on-chips (SOCs) that integrate NVIDIA RTX GPU chiplets. These new x86 RTX SOCs will power a wide range of PCs that demand integration of world-class CPUs and GPUs."

From the announcement.

I wonder how this is going to work. Will RTX graphics replace the Intel graphics chiplet? Or will they slap a dedicated GPU on the same package like the i7-8809G?

 

[511]

RIP Intel GPU IP.

This is one is unknown

 

[poke01]

This is one is unknown

its dead jim

 

[Covfefe]

Unless Nvidia is giving Intel access to it's graphics IP in perpetuity (unlikely imo), it would be very foolish for Intel to drop it's own graphics IP.

 

[Joe NYC]

RIP Intel GPU IP.

Probably entire AI efforts, including Jaguar Shores could be canned.

 

[CouncilorIrissa]

its dead jim

It depends. NVIDIA has a history of being partnered with them going sour. Intel might not want to risk being left without gfx IP if things go wrong this time.

 

[Magio]

Unless Nvidia is giving Intel access to it's graphics IP in perpetuity (unlikely imo), it would be very foolish for Intel to drop it's own graphics IP.

Foolish is what Intel is best at, so that checks out.

 

[zir_blazer]

Just like some believes it spells doom for Intel GPUs, I'm as curious about nVidia ARM CPUs. After all, AMD could have been earlier to that game with the long forgotten ARM based Opteron A1100, but for some reason the idea wasn't tried again.

 

[dacostafilipe]

This looks like a favor to help Intel secure additional investment, nothing more.

 

[CouncilorIrissa]

This looks like a favor to help Intel secure additional investment, nothing more.

NVIDIA don't do favours. Why would they?

 

[jpiniero]

NVIDIA don't do favours. Why would they?

Trump forced them?

 

[Joe NYC]

Trump forced them?

Jensen caused Trump's US investment fund to be + 50% in span of about a month... Outperforming all hedge funds...

 

[jpiniero]

Just like some believes it spells doom for Intel GPUs, I'm as curious about nVidia ARM CPUs. After all, AMD could have been earlier to that game with the long forgotten ARM based Opteron A1100, but for some reason the idea wasn't tried again.

In theory, XBoxPC is a threat to nVidia, and ARM emulation isn't going to cut it. Helps out Intel too since now they'd have a product to sell if XBoxPC grows popular.

 

[Magio]

Just like some believes it spells doom for Intel GPUs, I'm as curious about nVidia ARM CPUs. After all, AMD could have been earlier to that game with the long forgotten ARM based Opteron A1100, but for some reason the idea wasn't tried again.

I did think about that. The consumer side of this is about capturing the last segment where Nvidia has yet to have meaningful penetration: iGPU equipped devices, so thin and lights primarily and gaming handhelds (but that's low volume).

That was supposed to be the segment their Mediatek partnership would target and you have to imagine they got more favorable terms out of Mediatek and their 0% existing marketshare in those segments compared to what they'd get out of Intel's still dominant position in the Windows laptop space. So maybe they're not too optimistic about their prospects on the Mediatek side.

 

[511]

If you think about it Intel can do simple good enough GPU with Xe upto 4050 but the 5090 Class will be chiplets. I hope the Chiplets get's both QSV and NVENC

 

[Joe NYC]

In theory, XBoxPC is a threat to nVidia, and ARM emulation isn't going to cut it. Helps out Intel too since now they'd have a product to sell if XBoxPC grows popular.

I think Intel and NVidia missed the boat on that, since the deal for official Xbox gear (using AMD) has been signed.